Marital Subtrust Ot - Williams
Marital Subtrust OT - Williams is a charitable trust established on September 1, 1998. The trust makes grants for general charitable purposes, with documented giving activity in education and literacy support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$505K
-55.5% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$84K
-62.9% YoY
Grantmaking
The trust awarded a grant of $90,000 to Next Step Learning Center in Oakland, California during the 2024 tax year for general charitable purposes.
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Geographic Focus
Where this funder awards grants
The trust has demonstrated funding activity in California, specifically supporting organizations in the Oakland area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Uc Berkeley Foundation ($300,000), Next Step Learning Center ($90,000), Lincoln Center Theater ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UH FOUNDATION HONOLULU, HI | GENERAL CHARITABLE PURPOSES | $25,000 |
| UC BERKELEY FOUNDATION BERKELEY, CA | GENERAL CHARITABLE PURPOSES | $300,000 |
| LINCOLN CENTER THEATER NEW YORK, NY | GENERAL CHARITABLE PURPOSES | $50,000 |
| SDABL CHARITY FOR KIDS SAN DIEGO, CA | GENERAL CHARITABLE PURPOSES | $35,000 |
| SAN DIEGO HUMANE SOCIETY SAN DIEGO, CA | ENGINEERING STUDENT CENTER EXPANSION AND RENOVATION | $5,000 |
| NEXT STEP LEARNING CENTER OAKLAND, CA | GENERAL CHARITABLE PURPOSES | $90,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD E GATTIS | TRUSTEE | 10 | $84,000 |
Recent Activity
Recent developments and announcements
As of 2024, the trust made a significant grant to Next Step Learning Center, a 501(c)(3) organization focused on strengthening Oakland families and providing intensive, personalized tutoring to youth ages 17-25 who have dropped out of school. The $90,000 grant represents support for the organization's literacy and educational programming.
Extension Granted to Treat Marital Trust as Separate TrustsFrequently Asked Questions
How do I apply for a grant from Marital Subtrust Ot - Williams?
The trust awarded a grant of $90,000 to Next Step Learning Center in Oakland, California during the 2024 tax year for general charitable purposes.
Where does Marital Subtrust Ot - Williams make grants?
The trust has demonstrated funding activity in California, specifically supporting organizations in the Oakland area.
What size grants does Marital Subtrust Ot - Williams award?
In 2024, Marital Subtrust Ot - Williams awarded 6 grants totaling $505K — an average of about $84K per grant, based on its IRS Form 990 filings.
What is Marital Subtrust Ot - Williams's EIN?
Marital Subtrust Ot - Williams's EIN (Employer Identification Number) is 46-6390566. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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